Gary Kieffner is a CFP® professional with 28 years of experience, currently with Brandon Financial Planning, Inc. in Memphis, TN. He has worked at Brandon Financial Planning since 1998 and previously at Silver Oak Securities, Inc. since 2023. Brandon Financial Planning, Inc. offers comprehensive financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm emphasizes long-term investment strategies, detailed financial analysis, and primarily manages accounts on a non-discretionary basis.

Raymond Brandon is a CFP®, CFA®, and ChFC® with 43 years of experience in financial advising. He is the president of Brandon Financial Planning, Inc., where he has worked since 1983, and also has experience with Silver Oak Securities, Inc. since 2023. Brandon Financial Planning, Inc. serves individuals, pension and profit-sharing plans, and business entities, combining comprehensive financial planning with investment advisory services. The firm manages approximately $435 million for about 250 clients, emphasizing long-term investment strategies with mutual funds and ETFs, and offers both discretionary and non-discretionary management.

Abigail Martin is a CFP® at Brandon Financial Planning, Inc. in Memphis, TN, with one year of industry experience. She has been with Brandon Financial Planning since 2023 and has prior academic experience at East Texas A&M University and the University of Mississippi. Brandon Financial Planning, Inc., founded in 1982, serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities. The firm provides comprehensive financial planning and investment advisory services, emphasizing long-term investment strategies and primarily manages assets on a non-discretionary basis.